Future Financial Wealth Management’s Putnam Premier Income Trust PPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.4K | Sell |
5,000
-127,846
| -96% | -$469K | 0.01% | 332 |
|
|
2025
Q1 | $480K | Buy |
132,846
+8,564
| +7% | +$30.9K | 0.35% | 56 |
|
|
2024
Q4 | $442K | Sell |
124,282
-9,348
| -7% | -$33.3K | 0.32% | 60 |
|
|
2024
Q3 | $498K | Buy |
133,630
+7,382
| +6% | +$27.5K | 0.36% | 60 |
|
|
2024
Q2 | $452K | Buy |
126,248
+1,638
| +1% | +$5.86K | 0.4% | 60 |
|
|
2024
Q1 | $439K | Sell |
124,610
-25,105
| -17% | -$88.4K | 0.34% | 62 |
|
|
2023
Q4 | $534K | Sell |
149,715
-404
| -0.3% | -$1.44K | 0.53% | 47 |
|
|
2023
Q3 | $503K | Sell |
150,119
-1,514
| -1% | -$5.07K | 0.56% | 47 |
|
|
2023
Q2 | $534K | Buy |
151,633
+4,508
| +3% | +$15.9K | 0.56% | 45 |
|
|
2023
Q1 | $530K | Buy |
147,125
+14,605
| +11% | +$52.6K | 0.58% | 48 |
|
|
2022
Q4 | $481K | Buy |
132,520
+42
| +0% | +$152 | 0.55% | 57 |
|
|
2022
Q3 | $503K | Sell |
132,478
-26,066
| -16% | -$99K | 0.58% | 54 |
|
|
2022
Q2 | $633K | Hold |
158,544
| – | – | 0.62% | 57 |
|
|
2022
Q1 | $633K | Buy |
158,544
+5,658
| +4% | +$22.6K | 0.52% | 57 |
|
|
2021
Q4 | $653K | Sell |
152,886
-13,968
| -8% | -$59.7K | 0.52% | 55 |
|
|
2021
Q3 | $778K | Hold |
166,854
| – | – | 0.8% | 46 |
|
|
2021
Q2 | $778K | Buy |
166,854
+16,696
| +11% | +$77.8K | 0.8% | 46 |
|
|
2021
Q1 | $731K | Buy |
150,158
+1,946
| +1% | +$9.47K | 0.84% | 38 |
|
|
2020
Q4 | $689K | Buy |
+148,212
| New | +$689K | 0.8% | 35 |
|